Susan H. Daly, Ltd
TAX AND FINANCIAL CONSULTANTS
BUSINESS AND PERSONAL
1N131 County Farm Road, Winfield, IL 60190
(630) 860-1358, FAX 860-9341
www.susanhdalyltd.com
DUE DATES AND OUR FEES
Start up Businesses and New Business Clients
No Charge for an initial consultation for new business clients. Should you decide to start your business, our fee is $450.00 for us to help you incorporate your business and apply for all the business tax applications, if someone else incorporates you our fee is $350.00 for just the business tax applications.
Annual Income Tax Returns- Forms 1120 or 1120S
$390.00 1120S, $400.00 1120, $390.00 1065, $400.00 1065 LLC and $400.00 1065LP.
(The fees for forms 1065, 1065LLC and 1065 LP are for one property, if you have additional properties there will be an additional fee)
If your corporate fiscal year ends in December your corporate income tax return is due March 15th. It may be extended until September 15th. An extension is an extension of time to file NOT time to pay. Therefore even if you are planning on extending we will need enough information to determine tax due on March 15th.
Both your personal and business account must be paid in full upon the completion of your annual income tax returns.
QuickBooks and bookkeeping
A cost effective way to keep your bookkeeping costs down as well as keeping a day to day handle on your business is the use of QuickBooks for windows. We charge $120.00 hourly for installation, training, and adjustments. Installation, training and adjustments during February 1 to April 15 is $240.00 per hour. The QuickBook’s reports should be used for internal purposes only. When financial statements are needed for tax preparation, financing, such as a supplier or a bank, they should be reviewed by us in advance.
Sales Tax
$40.00 per return
$10.00 Multiple location form
$10.00 Local forms
$10.00 additional for us to add and balance the columns.
$10.00 additional if we receive the information after the 10th and before the 15th.
$25.00 additional if we receive the information after the 15th.
Monthly sales tax filers must have their return postmarked by the 20th of the following month. Quarterly sales tax filers must have their return postmarked by the 20th of April, July, October and again in January. Annual sales tax filers must have their return postmarked by the 20th of January.
Payroll Tax- Quarterlies
$75.00 per return if information is received by the 15th of the month in which it is due and if received on our forms or on QuickBooks payroll printout.
$35.00 for family employees
$35.00 for payroll returns with no activity filed as 0’s
$25.00 additional if not on our forms or on QuickBooks payroll printout.
$10.00 additional if after the 15th. and before the 20th.
$25.00 additional if after the 20th.
$10.00 for each additional employee over one.
Payroll for January through March is due April 30th.
Payroll for April through June is due July 31st.
Payroll for July through September is due October 31st
Payroll for October through December is due January 31st
Annual--W-2 and 1099's
Year end payroll forms are due to our employees/subcontractors by January 31st and to the government by February 28th.
$75.00 is the fee for year end payroll and then increases $10.00 per additional employee.
1099’s
If we do not do your payroll the fee is $60.00 for two 1099’s and then it increases $5.00 per additional subcontractor.
If we do your payroll the fee for 1099’s is $50.00 for two 1099’s and then it increases $5.00 per additional subcontractor.
Phone Appointments
Our fee for phone appointments is $25.00 per Fifteen minute intervals.